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Abram Joshua Shearer

STRATEGENT FINANCIAL, LLC·HARRISONBURG, Virginia
Unclaimed Profile
185 NEFF AVENUE, HARRISONBURG, VA 22801CRD# 5204820Firm CRD# 148173
01

About

Abram Joshua Shearer is a registered financial advisor based in HARRISONBURG, Virginia, affiliated with STRATEGENT FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL, LLC
AUM
$263M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 5204820
Firm CRD# 148173
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Abram Joshua Shearer offer?
Abram Joshua Shearer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISONBURG, Virginia for a consultation.
What are Abram Joshua Shearer's credentials?
Abram Joshua Shearer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Abram Joshua Shearer located?
Abram Joshua Shearer is based in HARRISONBURG, Virginia, working with STRATEGENT FINANCIAL, LLC. Their office serves clients in the HARRISONBURG metropolitan area and surrounding communities.
How does Abram Joshua Shearer charge for services?
Abram Joshua Shearer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plan consulting -percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGENT FINANCIAL, LLC?
STRATEGENT FINANCIAL, LLC has approximately 5 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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